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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,512 | $70,917-68.3% | $98,920-77.2% | $73,497-69.4% |
| Participation rate | 48.4% | 73.8%-25.4pp | 76.0%-27.7pp | 70.7%-22.3pp |
| Annual return | 22.91% | 34.18%-11.3pp | 196.47%-173.6pp | 28.51%-5.6pp |
| Employer contribution / active EE | $1,269 | $2,037-37.7% | $2,689-52.8% | $2,270-44.1% |
| Participant deferral / active EE | $2,498 | $3,501-28.6% | $4,245-41.1% | $3,740-33.2% |
| Admin fee / account holder | $162 | $535-69.7% | $6,643-97.6% | $513-68.4% |